Lisa Whittle is Graphene’s Senior Client Service Manager, bringing over two decades of experience in financial services. For the past 10 years she has worked extensively with leading investment platforms, shaping end-to-end strategies and building long-term client relationships.
Lisa has a proven track record in business development, consistently exceeding targets and earning recognition for excellence — including Fidelity’s Director’s Award in 2014 and top BDM at FE in 2018, achieving 170% of her annual sales goal. Known for her proactive approach and consultative style, Lisa works closely with clients to understand their investment strategies, objectives and compliance requirements, ensuring solutions are aligned with business growth.
Her deep knowledge of the competitor landscape and industry trends, combined with her ability to engage stakeholders at board level, makes her a valuable partner in driving client success and platform innovation.